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Burns Matteson Capital Management’s Pultegroup PHM Stock Holding History

Burns Matteson Capital Management’s Portfolio PHM Stock Details PHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,478
Closed -$420K – 179
2024
Q1 		$420K Buy
+3,478
New +$373K 0.27% 83
2021
Q3 		– Sell
-6,113
Closed -$334K – 160
2021
Q2 		$334K Buy
6,113
+2,257
+59% +$126K 0.26% 95
2021
Q1 		$202K Buy
+3,856
New +$180K 0.19% 93

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Burns Matteson Capital Management's PHM Position: Q2 2024 in Review

Burns Matteson Capital Management sold out of Pultegroup (PHM) in Q2 2024, closing a stake of 3,478 shares — an estimated $420K sold.

Burns Matteson Capital Management first reported a position in PHM in Q1 2021 and held it in 3 quarters. The position peaked at $420K in Q1 2024. 937 funds tracked by Wall St. Rank hold PHM as of Q2 2024.

  • Burns Matteson Capital Management reported no remaining Pultegroup position as of Q2 2024 after selling out during the quarter.
  • Burns Matteson Capital Management sold 3,478 Pultegroup shares in Q2 2024, an estimated $420K.
  • Burns Matteson Capital Management first reported a position in Pultegroup in Q1 2021 and held it in 3 quarters.
  • Burns Matteson Capital Management's Pultegroup position peaked at $420K in Q1 2024.
  • 937 funds tracked by Wall St. Rank held Pultegroup as of Q2 2024.

Based on Burns Matteson Capital Management's 13F filing for Q2 2024, filed 9 Jul 2024.